MWM
STEM icon

Mascoma Wealth Management’s Stem STEM Stock Holding History

Mascoma Wealth Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-31
Closed -$2.62K – 576
2023
Q1 		$2.62K Hold
31
– – ﹤0.01% 534
2022
Q4 		$5.54K Hold
31
– – ﹤0.01% 480
2022
Q3 		$8K Hold
31
– – ﹤0.01% 438
2022
Q2 		$4K Buy
+31
New +$5.15K ﹤0.01% 529
2022
Q1 		– Sell
-10
Closed -$4K – 605
2021
Q4 		$4K Buy
+10
New +$4.33K ﹤0.01% 474

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Mascoma Wealth Management's STEM Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Stem (STEM) in Q2 2023, closing a stake of 31 shares — an estimated $2.62K sold.

Mascoma Wealth Management first reported a position in STEM in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q3 2022. 225 funds tracked by Wall St. Rank hold STEM as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Stem position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 31 Stem shares in Q2 2023, an estimated $2.62K.
  • Mascoma Wealth Management first reported a position in Stem in Q4 2021 and held it in 5 quarters.
  • Mascoma Wealth Management's Stem position peaked at $8K in Q3 2022.
  • 225 funds tracked by Wall St. Rank held Stem as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.